Early Birds: Once upon a time in an alternate universe, John Winston was the first to arrive and he greeted the usual early birds of Robert Sandberg and Mark Arnold.
Vice President Scott Wiyninger stood in for President Dave Goodwyne and rang the bell for a moment of silence and to bring the meeting to order. Scott took a poll at the dinner table with his wife and children (ages 7-13) and asked them how much money he needed to retire. His 13 year old replied, “enough so you are an eccentric old man as opposed to a crazy old man”.
Guests: Erik Schindler brought Arman Ahmadi for a 2nd visit.
Honorary Members: Mark Simon, Dick Lindskoog, and Russ Bremner stopped by for breakfast.
- Joe Kankovsky, Electronic Design, is part of a group including the Vikings hosting a golf tournament on Sept 16 for the “Empower Leadership Academy for Girls”. More info can be found at wpgolf.com/oakmarsh/empower.aspx
- Paul Ralles, a UMD alum, praised the Bulldogs for their national championship in hockey.
- OFFSITE next week at the State Capitol hosted by Solomon Strategies. Breakfast will be at the MNDOT cafeteria with parking available in the Sears Lot. We will have a mock hearing in the State Office Building.
Business Networking: None today.
Business Exchange: Jim Christianson started us off for the 2nd week in a row, and was followed by Dwain Coleman, Rich Junghans, Randy Korn, Ed Crandall, Dick Anderson, and Mark Simon. Mike Palm gave a shout out to Todd Anderson for tickets to the Frozen Four Final in Buffalo, NY. Mike had a memorable road trip with his son.
Business Updates: What’s new in your business?
Table Introductions: Table #1 was introduced by Jim Christianson with a theme of “What are your Easter plans and/or something that no one knows about you”.
Pot of Gold: Russ Bremner selected 5 cards and the big winner was Joe Kankovsky. BTW, Russ is offering card folding/crumpling lessons at no cost now.
Russ introduced our craft speaker, Tony Rubin of Rudin & Rubin Financial Group of WellsFargo Advisors.
Tony is an Edina native who now lives in (drumroll) Edina with his wife and two sons. In his spare time he runs his kids around and he is great hockey fan as well.
Tony walked us through a scenario on using their ENVISION software tool to create a financial plan and evaluate options quickly for clients.
At Rudin & Rubin Financial Group of Wells Fargo Advisors, we understand not only what it takes to build, preserve and pass on wealth, but also how these decisions can impact the future well-being of our clients—successful business owners, executives and most important—families. Our advice and solutions are based on much more than investments—on people, their financial concerns today and how we can make a difference in their lives across generations.
We’ll focus on your financial world, so you don’t have to.
Given our extensive experience managing wealth in every environment, our team is dedicated to providing the planning and wealth management guidance you need to weather difficult markets and pursue the goals that matter most.
We’ve created a family office environment where service comes first and our advice is integrated to address all of your family’s financial goals and concerns. We’re committed to earning your trust so that you can comfortably focus on the other areas of your life knowing we’re dedicated to helping you.
Contact us if you’d like us to help you develop strategies for pursuing your financial goals.
Register Tony Rubin at firstname.lastname@example.org or 612-340-4589.
April 24 will be OFFSITE at the State Capitol and hosted by Solomon Strategies (Jim Erickson).
May 1 will be Smilekeepers (Susanne Bonfe) at the Edina CC.